BCM
FUMB icon

Brasada Capital Management’s First Trust Ultra Short Duration Municipal ETF FUMB Stock Holding History

Brasada Capital Management’s Portfolio FUMB Stock Details FUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,565
Closed -$253K – 135
2019
Q4 		$253K Sell
12,565
-342
-3% -$6.88K 0.06% 144
2019
Q3 		$259K Buy
+12,907
New +$260K 0.07% 132

Other funds holding FUMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Brasada Capital Management's FUMB Position: Q1 2020 in Review

Brasada Capital Management sold out of First Trust Ultra Short Duration Municipal ETF (FUMB) in Q1 2020, closing a stake of 12,565 shares — an estimated $253K sold.

Brasada Capital Management first reported a position in FUMB in Q3 2019 and held it in 2 quarters. The position peaked at $259K in Q3 2019. 23 funds tracked by Wall St. Rank hold FUMB as of Q1 2020.

  • Brasada Capital Management reported no remaining First Trust Ultra Short Duration Municipal ETF position as of Q1 2020 after selling out during the quarter.
  • Brasada Capital Management sold 12,565 First Trust Ultra Short Duration Municipal ETF shares in Q1 2020, an estimated $253K.
  • Brasada Capital Management first reported a position in First Trust Ultra Short Duration Municipal ETF in Q3 2019 and held it in 2 quarters.
  • Brasada Capital Management's First Trust Ultra Short Duration Municipal ETF position peaked at $259K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held First Trust Ultra Short Duration Municipal ETF as of Q1 2020.

Based on Brasada Capital Management's 13F filing for Q1 2020, filed 15 May 2020.